Managed Smart Data

The Managed Smart Data platform supports a wide range of data formats, including structured, semi‑structured, and unstructured data. It can ingest everything from CSVs and Excel files to complex documents such as PDFs, research reports, custodian statements, and ESG disclosures.  

It accommodates the diverse datasets used across financial services and brings them together without requiring predefined output formats, making it flexible and adaptable to different business needs. 

The Managed Smart Data platform is highly flexible as it can ingest any type of data without requiring predefined output formats. This allows it to adapt to changing business needs, new datasets and evolving regulatory requirements.  

It supports structured, semi‑structured and unstructured data, and its low‑code architecture enables teams to add new data sources or adjust rules without specialist engineering expertise.  

The platform also stores data its raw form and transforms, cleans and harmonises it as needed. This means the same data can be reused across for multiple workflows, reports and analytics without rebuilding pipelines. This flexibility makes the platform well-suited to diverse operating models, legacy environments and firms experiencing growth, mergers or shifts in their data landscape. 

The Managed Smart Data platform gives wealth management firms a clean, accurate and unified view of their business by bringing together data that is typically scattered across multiple systems.  

It reduces operational burden by automating data extraction, cleansing, validation and reconciliation. This removes much of the manual work teams currently spend correcting errors or aligning mismatched datasets, resulting in outputs that are consistent, accurate and reliable. 

The platform also strengthens compliance and reduces regulatory risk by making data traceable, auditable and up to date. This enables wealth managers to evidence suitability more effectively, demonstrate Consumer Duty outcomes and produce accurate, timely client communications.  

The Managed Smart Data platform helps financial advisory businesses by bringing together data that is often inconsistent and spread across multiple systems, creating a reliable and harmonised foundation for accurate reporting and stronger client advice. 

It reduces the manual data‑handling burden on advisers by automating extraction, ingestion, cleansing and reconciliation. This lowers operational costs and frees teams to focus on higher-value, client‑facing activities.  

The platform also strengthens compliance by providing full data lineage, ensuring firms can evidence how client and portfolio data has changed over time. This helps advisers better meet Consumer Duty expectations, fulfil reporting requirements, and reduce the risk of errors or audit issues.

The Managed Smart Data platform can significantly improve the work of fund accountants by providing access to timely, accurate and fully validated data across pricing, valuations, trades, cash movements and reconciliation files. 

It automates data extraction, cleansing, validation and reconciliation, meaning you spend far less time manually correcting breaks or re‑keying information. This speeds up NAV production, reduce operational friction and improves the consistency of outputs.  

The platform’s built‑in data lineage capabilities show exactly how figures have changed over time, strengthening auditability and making it easier to explain pricing decisions, valuation movements and adjustments.

The Managed Smart Data platform helps Authorised Corporate Directors by unifying the fragmented, inconsistent data pipelines they depend on — whether sourced from internal teams or external providers — into a single, accurate and governed view. This makes mandate monitoring, fund governance and oversight more reliable.  

By automating data cleaning, validation and exception handling, the platform reduces the manual reconciliation effort typically required to manage inconsistent fund objectives, performance data, and cost and charges data. This frees your team to focus on higher‑value oversight activities.  

The platform also strengthens an ACD’s ability to evidence compliance by providing full data lineage which shows exactly how fund rules, exposures, restrictions, and key metrics have changed over time. This added transparency helps to reduce regulatory and audit risk. 

The Managed Smart Data platform helps depositaries by bringing together the diverse and often inconsistent data received from custodians, fund accountants, administrators and managers — such as holdings, cash movements, mandate rules, breach logs and safekeeping records — into a single, accurate and governed view.  

It reduces reliance on manual reconciliations by automatically extracting, cleansing and validating data. This minimises manual effort and lowers the risk of errors or delays in identifying issues.  

The platform’s built‑in data lineage capabilities also allow you to trace every figure back to its source and understand how it has changed over time. This strengthens auditability and enables more robust, evidence‑based oversight. 

With over 25 years of experience in data management, we understand the challenges organisations face and know how to unlock the full value of your most important asset: your data. Our pioneering Managed Smart Data platform is built on that expertise. When you partner with Raw Knowledge, you’re working with a specialist data firm trusted by leading organisations across the financial services industry. 

Get in touch to discover what we could build together.